SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
| Revenue (TTM) | $38.19B |
| Gross Profit (TTM) | $28.13B |
| EBITDA | $11.76B |
| Operating Margin | 27.60% |
| Return on Equity | 18.30% |
| Return on Assets | 9.54% |
| Revenue/Share (TTM) | $2.33 |
| Book Value | $3.18 |
| Price-to-Book | 4.83 |
| Price-to-Sales (TTM) | 6.50 |
| EV/Revenue | 5.58 |
| EV/EBITDA | 16.55 |
| Quarterly Earnings Growth (YoY) | 30.60% |
| Quarterly Revenue Growth (YoY) | 9.40% |
| Shares Outstanding | $1.15B |
| Float | $14.50B |
| % Insiders | 0.00% |
| % Institutions | 7.75% |
Volatility is currently expanding
SAP is downgraded from strong buy to hold after a 36% rally in two months. Cloud revenue surged 24% and backlog 27%, with AI and cloud initiatives driving major deals. SAP's cloud gross margin remains robust at 74.6%, supporting overall profitability and solid free cash flow.
SAP SE is rated a Buy, with technical and fundamental factors supporting upside despite a recent UBS downgrade. Cloud revenue and backlog growth remain robust, but margin expansion is challenged by lower cloud margins versus legacy support streams. A €10B buyback program through 2027 and recent AI/data acquisitions underpin long-term EPS and strategic positioning.
SAP (NYSE:SAP) faces a slower path to monetizing artificial intelligence, according to UBS, which downgraded the German software giant to Neutral from Buy on concerns that agentic AI is reaching customers too slowly. The Swiss bank said SAP remains a dominant system of record with a deep moat around its core enterprise resource planning business, but the pace of "out-of-the-box" AI agent delivery is lagging.
The software sector's artificial-intelligence pain is starting to look chronic.
SAP stock slumped on Wednesday, making it the worst-performing large-cap European stock, after a UBS analyst criticized the German database giant's slow rollout of artificial-intelligence-based tools.
SAP's Business Data Cloud is becoming a key AI pillar as strong deal adoption, cloud growth and data integration support its push toward the autonomous enterprise.
WALLDORF, Germany--(BUSINESS WIRE)--Adva Network Security, an Adtran company, today announced that SAP is harnessing its Layer 1 encryption technology to secure connectivity between its data centers in Walldorf and St. Leon-Rot, Germany. The solution secures data directly at the optical transmission layer and is approved by the Federal Office for Information Security (BSI) for information classified up to “Verschlusssache – Nur für den Dienstgebrauch” (VS-NfD) – “For Official Use Only.” By stre.
WILMINGTON, Del.--(BUSINESS WIRE)--SCM Champs expands its SAP Digital Supply Chain services as an implementation partner for SAP Logistics Management (LGM). As part of its continued commitment to help organisations manage end-to- end supply chain operations, SCM Champs now enables businesses to implement a cloud- based digital solution that integrates warehouse, transportation, and carrier collaboration in a single digital platform. Businesses that manage small- to medium-sized warehouses, sate.
SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.
SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.
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